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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
1976
First National Bank of South Miami
Florida
$310K -$45.5K -404 -13%
NCM
1977
Northwest Capital Management
Oregon
$309K +$14.8K +131 +4%
PFA
1978
Pure Financial Advisors
California
$309K +$84.6K +750 +40%
CIS
1979
Continental Investors Services
Washington
$309K +$384K +3,402 New
FA
1980
Fermata Advisors
California
$308K -$32.5K -288 -10%
MCM
1981
Morton Capital Management
California
$306K +$295K +2,617 New
CSWG
1982
Cardinal Strategic Wealth Guidance
Kentucky
$306K -$14.9K -132 -5%
PK
1983
Pflug Koory
Nebraska
$306K – – –
TFCP
1984
Twin Focus Capital Partners
Massachusetts
$306K +$295K +2,619 New
STA
1985
Summit Trail Advisors
New York
$305K +$294K +2,609 New
CIP
1986
Convergence Investment Partners
Florida
$304K -$11.2K -99 -4%
AM
1987
Atwater Malick
Pennsylvania
$304K – – –
BCM
1988
Brookmont Capital Management
Texas
$304K +$113 +1 +0%
AWM
1989
AllSquare Wealth Management
New York
$304K +$11.3K +100 +4%
LHEI
1990
Leo H. Evart Inc
California
$304K +$293K +2,598 New
WB
1991
West Bancorporation
Iowa
$304K +$293K +2,599 New
LWP
1992
Legacy Wealth Planning
Nevada
$303K -$36.2K -321 -11%
ATWA
1993
Arbor Trust Wealth Advisors
Michigan
$303K +$56.4K +500 +24%
E
1994
Ergoteles
New York
$302K -$136K -1,210 -32%
PAM
1995
Peak Asset Management
Colorado
$302K – – –
FSA
1996
Financial Sense Advisors
California
$302K +$225 +2 +0.1%
ACG
1997
Allen Capital Group
Nebraska
$301K -$451 -4 -0.2%
FAFN
1998
First Affirmative Financial Network
Colorado
$300K -$113 -1 -0%
PWA
1999
Physician Wealth Advisors
Utah
$300K – – –
RHJA
2000
Rice Hall James & Associates
California
$300K – – –
78 79
80
81 82